How to master both for a successful result When considering an exit from your privately-held business, there are a number of obstacles that can get in the way of success. It is…read more
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Business Planning Cyber Security Employee Spotlight Life After Retirement Retirement Planning Tax PlanningI am pleased to introduce you to a new team member, Kosal Gelser. Kosal joined us in March 2018 as a Client Service Associate (CSA). He works with our Financial Advisors to…read more
The recently enacted Tax Cuts and Jobs Act (TCJA) was approved by Congress and signed into law by the President on December 22, 2017. The bill has altered the tax landscape for…read more
As you may already be aware, a security breach was recently announced at Equifax, one of the three major credit reporting agencies in the U.S. Please read the article below that talks…read more
Tax time is here and the High Falls Advisors tax team is gearing up for the season. With that in mind, we have a few tips that might help you as you prepare…read more
During my working years, I have witnessed a revolutionary change in the way retirement income is planned and how it is managed. At Kodak, my retirement counseling experience began in the late…read more
I recently had an opportunity to sit down with Jim McBride, Founder and Former President and CEO of High Falls Advisors, to discuss his reflections on his 50+ years in the financial…read more
For the last ten years at High Falls Advisors and several years prior, I have had the privilege of helping clients make the transition from their working career to their new life…read more
Keeping your information secure from criminals is a top priority for our firm. To better protect you and your accounts from cybersecurity threats, we continuously review security procedures to ensure that we…read more